I asked ChatGPT directly how it was fair that OpenAI bought 40% of the world’s RAM supply.

It denied this saying that the figures quoted were estimates only, that such massive RAM contracts would be easily obtainable public knowledge and that primarily the recent price increases were mostly cyclical in nature.

Any truth to this?

Edit to add: I am actually curious; I was under the impression that this 40% story going around was true and confirmed, rather than just hyperbole or speculation.